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DFAX icon

Surevest’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Surevest’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$275K Hold
14,544
– – 0.07% 129
2022
Q2 		$312K Buy
+14,544
New +$338K 0.08% 124
2022
Q1 		– Sell
-16,934
Closed -$442K – 532
2021
Q4 		$442K Hold
16,934
– – 0.1% 92
2021
Q3 		$438K Buy
+16,934
New +$448K 0.11% 89

Other funds holding DFAX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Surevest's DFAX Position: Q3 2022 in Review

Surevest held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q3 2022 at 14,544 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #129.

Surevest first reported a position in DFAX in Q3 2021 and has held it in 4 quarters since. The position peaked at $442K in Q4 2021. 315 funds tracked by Wall St. Rank hold DFAX as of Q3 2022.

  • Surevest held 14,544 shares of Dimensional World ex US Core Equity 2 ETF worth $275K as of Q3 2022.
  • Surevest left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q3 2022.
  • Dimensional World ex US Core Equity 2 ETF made up 0.07% of Surevest's portfolio in Q3 2022, its #129 holding.
  • Surevest first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 4 quarters since.
  • Surevest's Dimensional World ex US Core Equity 2 ETF position peaked at $442K in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.